business team meeting seminar training concept

 

Community Living Mississauga is proud to offer a variety of Information Sessions to people who have an intellectual disability and their families living in Mississauga. At these sessions, professionals speak about a wide variety of topics including – Ontario Disability Support Program (ODSP), Wills and Trusts, Powers of Attorney and Guardianship, Role of the Trustee, and Financial Planning.

All sessions are held virtually on Zoom. Participation numbers will be limited so please register early.

If you would like to register, please email infosessions@clmiss.ca or call Diana Lopes at 905-542-3840 extension 2345.

 

Estate Planning 101:

Learn about some of the points you may need to consider when completing your estate planning. General information about Wills and Trusts, the Registered Disability Savings Plan (RDSP) and other financial considerations will be available.

Date: March 5, 2024

Time: 7 to 8:30 p.m.

 

Roommates:

A great opportunity to explore housemate connections. Topics will include how to find a roommate and how to keep them

Guest Speaker: Christina Hall – Housing Navigator at Developmental Services of Ontario

Date: March 19, 2024

Time: 7 to 8 p.m.

 

Role of the Trustee

Information about the ongoing role and responsibilities that the Trustee for your family member’s Henson Trust will have in the future.

Guest Speaker: Lisa Sticht-Maksymec, Lawyer, Pallett Valo LLP

Date: April 10, 2024

Time: 7 to 9 p.m.

 

Ask the Expert

Join us in this rare opportunity to hear from a panel of experts within their respective areas. We will meet and hear from each presenter then proceed with the session in a question and answer format.

Guest Speakers: Wyn Kanyogonya (Manager, TD Wealth Private Trust); Lisa Sticht-Maksymec (Lawyer, Pallett Valo LLP); Michael Parris (Investment Advisor, Manulife Securities); Kevin Wong (Tax Partner, MDP LLP)

Date: May 8, 2024

Time: 7 to 8:30 p.m.

 

Financial Planning/RDSP

A great opportunity to learn how to develop a sound financial plan that ensures your family member’s future is as secure as possible. Topics will include funding a Trust, and the Registered Disability Savings Plan (RDSP).

Guest Speaker: Michael Parris, Investment Advisor, BA, CFP, CPCA – Manulife Securities

Date: May 13, 2024

Time: 7 to 9 p.m.

 

Estate Planning 101:

Learn about some of the points you may need to consider when completing your estate planning. General information about Wills and Trusts, the Registered Disability Savings Plan (RDSP) and other financial considerations will be available.

Date: June 5, 2024

Time: 7 to 8:30 p.m.

 

If you would like to register, please email infosessions@clmiss.ca or call Diana Lopes at 905-542-3840 extension 2345